Self Managed Super

Building wealth is one of your prime goals in running your own business. And one of the most effective ways to create long-term value is through a well planned, tax-effective, self-managed superannuation fund (SMSF).

​Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the important job of managing the investments of your fund.

​We work closely with your Financial Planner to ensure the appropriate strategies are in place when employing this structure.

From setting up your SMSF to handling all the administration tasks and annual taxation requirements, we take care of the details, making sure you don’t pay unnecessary fines and taxes.

With over 160 client super funds in our care we also provide administration services to local stockbrokers and financial planners.

​Note: Our SMSF administration division does not provide specific product or financial planning advice and specialises purely in the administration and taxation requirements of your SMSF.

BOOK your free SMSF exploratory meeting with us to go over the benefits and tax implications of starting your SMSF. Call (02) 4044 1245 to make an appointment.

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